Functional Consultant – Finance & Software (zoho Books)

Year    Remote, IN, India

Job Description

Codelattice Jobs


====================

You are smart, driven and passionate about technology. We are a bunch of fun-loving tech enthusiasts who create cool things that matter. Could this be a match made in digital heaven?


We are passionate




We live, breathe, eat, sleep technology. We are constantly on the lookout for digital breakthroughs that will transform our clients business.


We are all co-creators




Our motto - we are all in this together. We ideate and create amazing work as a team. We inspire and motivate each other to bring the best of ourselves to work, every day.


We are always learning




We encourage a culture of mentorship and growth. Everyone can learn something from each other. So exercise your freedom to learn and contribute freely.


We are our own boss




You heard that right. No micro managing, no fire breathing dragon boss. We want you to take the lead in your area of your expertise. And if you hit a roadblock, we will back you with the right support.


We play global




Our vision is to become an innovative solutions provider at a global level. We want to bridge international business communities across the world through cutting-edge technology and transformative products.


We champion women




We are strong advocates for encouraging more women in the field of technology. We believe in creating a supportive and enriching environment for our women colleagues and give them the opportunity to make a mark in their chosen expertise.



Published Date: December 05, 2025


Job Title




Functional Consultant - Finance & Software (Zoho Books)


Job Types




Full-time, Both freshers or experienced


Location




Remote


#

About the Role




We are looking for a Functional Consultant with strong

finance domain knowledge

and a good understanding of

Zoho Books

and

low-code/no-code platforms

. The ideal candidate will act as a bridge between business teams and technical teams, helping implement, customize, and optimize Zoho products--especially Zoho Books--based on business requirements.


#

Key Responsibilities




Understand client business processes, workflows, and financial requirements. Implement, configure, and optimize

Zoho Books

, Zoho Finance Suite, and related Zoho applications. Design and build

low-code/no-code business solutions

using Zoho Creator, workflows, automation, and custom functions. Collaborate with technical teams to translate business needs into system configurations. Provide functional support during implementation, testing, and go-live phases. Prepare documentation for requirements, process flow, UAT, and training. Conduct training sessions for end-users on Zoho Books and related systems. Troubleshoot financial module issues and coordinate with the technical team for fixes. Work on integration requirements between Zoho Books and other business systems. Ensure data accuracy, reporting quality, and compliance with finance standards.

Required Skills & Qualifications




Bachelor's degree in Finance, Accounting, Commerce, or related field. Strong understanding of

accounting concepts, financial statements, GST, invoicing, and reconciliation

. Basic understanding of software applications and workflows. Experience or exposure to

Zoho Books

. Knowledge of

Zoho ecosystem

(Zoho Creator, Zoho CRM, Zoho Analytics) is an added advantage. Ability to create

low-code/no-code workflows

, custom forms, automation, and basic deluge functions. Good analytical, communication, and problem-solving skills. Ability to work with cross-functional teams and manage client expectations.

Preferred Skills




Experience with

ERP/Accounting systems

implementation. Understanding of APIs, integrations, or reporting tools. Hands-on with data migration, Excel, and dashboards.

Why Join Us?




Opportunity to work in a hybrid role combining

finance + technology

. Hands-on exposure to the

Zoho ecosystem and automation tools

. * Fast-growing environment with learning opportunities in low-code platforms.

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Job Detail

  • Job Id
    JD4867993
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Remote, IN, India
  • Education
    Not mentioned
  • Experience
    Year